1-671-646-0000
carlpete@moneyresourcesinc.com
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The 10 Steps to Financial Security

1. Have a plan, your own plan. Work with a certified advisor. You don't do your own dental work, right? 2. In everything you do, focus on reducing your taxes. Taxes will always be more. 3. Maximize your social security benefits. 4. Consider a hybrid retirement plan. 5. Inflation is the most insidious tax. 6. Secure a tax-free income for life. 7. Have a plan for Long Term Care (LTC). 8. Use your home equity wisely. 9. Have a transition plan for your estate when you are gone. 10. If you have a business, make sure your heirs will get full value when you pass.
Contact Info 1-671-646-0000 carlpete@moneyresourcesinc.com
Address 415 Chalan San Antonio Tamuning, GU 96913
Hours of Operation Mon-Fri, 9 a.m.-5 p.m Sat-Sun & Afterhours: Appointment Only
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